San Simeon, California
San Simeon, California
St. Louis, Missouri
Los Angeles, California
Los Angeles, California
Conway, South Carolina
Santa Cruz, California
Posted: 04-May-23
Location: Middletown, Delaware
Type: Full Time
Preferred Education:
The Opportunity
St. Andrew’s School seeks a full-time Director of Capital and Planned Giving. St. Andrew’s was founded almost a century ago with an unprecedented approach to financial aid and has a long-standing commitment to diversity, equity, and inclusion. St. Andrew’s is a co-educational, all-boarding secondary school on 2,200 acres in Middletown, DE. Serving more than 310 students, the challenging academic program is centered on collaboration, discussion, and authentic intellectual engagement. Under the leadership of the Head of School Joy McGrath, the school is strategically planning for increased constituent engagement and a new capital campaign focusing on philanthropic contributions for financial aid, environmental sustainability, faculty housing, and faculty support.
As St. Andrew’s prepares for a campaign and its 100th-anniversary celebration in 2029, we are excited to add strategic frontline fundraising positions to a solid team of professionals. The Director of Capital and Planned Giving will serve as a lead fundraiser reporting to the Chief Advancement Officer and will work collaboratively with the Director of the Saints Fund, the Stewardship and Donor Relations Manager, and the Director of Alumni Engagement. The Director of Capital and Planned Giving oversees all aspects of both programs to ensure the pipeline of major gifts and gift planning prospects remains active and aligns donor interests with school priorities.
The Candidate
The successful candidate will be a results-oriented fundraiser with an achievement mindset, an entrepreneurial spirit, and an interest in mentoring colleagues. The ideal candidate will have a demonstrated track record of raising capital project gifts of $100,000+ and have the ability to build relationships with experienced philanthropists as well as first-time donors. The candidate will be expected to apply the principles of major gift fundraising to ensure a sustainable and growing pipeline of donors and work with key volunteers to engage prospective donors. Additionally, the successful candidate is expected to have knowledge of and experience with planned giving strategies, vehicles, and securing planned gifts.
Above all, the successful candidate will embrace the mission and values of St. Andrew’s School and represent the school in a positive, caring, and professional manner.
Responsibilities
Major Gifts:
- Lead the frontline major gifts fundraising efforts and serve as a strategic partner to the Chief Advancement Officer and the Head of School, and other key stakeholders.
- Create and lead the strategy to develop a pool of prospects capable of making gifts of $50,000+ to the school.
- Oversee all aspects of major gift prospect assignment, prospect pool management, reporting, and forecasting.
- Implement performance metrics for all major gift solicitors that are aspirational, measurable, and in line with best practices in fundraising.
- Manage and mentor current and future major gifts staff ensuring annual visitation and revenue goals are met.
- Effectively manage the major gifts and planned giving budgets.
- Coordinate with the Chief Advancement Officer and the Director of the Saints Fund on leadership solicitations, events, and strategic volunteer management.
- Coordinate with the Stewardship and Donor Relations Manager to augment the existing stewardship program with meaningful donor recognition strategies.
- Personally manage a select portfolio of donors and achieve annual visit and revenue goals.
- Work with the advancement writer and the Stewardship and Donor Relations Manager to prepare proposals and materials including written documentation for gift recording.
Gift Planning:
- Work with the Chief Advancement Officer, execute a plan for building membership in the Cornerstone Society including the development of specific goals, timelines, marketing materials, and recognition strategies.
- Work with the communications department, the Stewardship and Donor Relations Manager, and the Director of Alumni Engagement to design and execute an annual marketing plan.
- Collaborate with the Director of Alumni Engagement to identify, cultivate, and solicit top prospects in major reunion classes.
- Set and achieve goals for increasing membership in the Cornerstone Society and serve as the lead fundraiser for securing planned gifts.
- Collaborate with the business office, financial estate planners, attorneys, and gift planning counsel to ensure all systems and processes from gift documentation to the reporting are accurate and align with the needs of the school and donors.
Preferred Competencies
- Exceptional listening, empathy, and strategic skills.
- A collaborative style that focuses on teamwork, inspiring others, and delivering on short and long-term goals.
- Commitment to excellence and attention to detail.
- Outstanding organizational skills.
- Ability to supervise in a manner that will maximize individual talents and inspire personal growth and high achievement.
- Interest in education and an understanding of the impact it has on people’s lives.
- Natural relationship-building skills.
- Ability to try new things, have fun, and be a member of a caring and productive team.
- Embodies the values of the school in every interaction with students, colleagues, families, and the community.
- Willingness and ability to travel, work weekends and evenings, as needed.
Job Requirements:
- Preferred depth of experience with planned giving strategies, estate planning, and complex giving.
- Proven success managing a portfolio of prospects and closing six- and seven-figure gifts.
- At least two years of supervisory experience.
- Ability to travel an average of 30-45 days per year.
Conditions of Employment:
- A thorough background check, inclusive of fingerprinting and a Child Protection Registry check, is required.
- The successful candidate must complete satisfactory reference checks and confirmation of compliance with federal and state employment laws.
- St. Andrew’s School is an equal opportunity employer. We actively seek to engage candidates of all backgrounds, faiths, and persuasions, and to foster an inclusive, welcoming community and workplace environment.
Interested candidates, please contact Narwhal Talent Partners:
Peter G. Hamilton | (617) 620-9268
Christian G. Henry | (857) 285-3364
search@narwhaltalent.com
All inquiries are treated as confidential.
